What it does: Allows you to create and send a professionally designed proposal to customers in minutes.
Purpose: Saves you time by emailing a copy of your proposal to your customers digitally.
- Customers can view the proposal on any device (Mobile, Web, Tablet)
- Customers can e-sign the proposal on any device (Mobile, Web, Tablet)*
- Close more deals in less time
- Track all proposals and their status in one location
Prerequisites:* A proposal must have been drafted and is ready to be sent.
- Requirements to send a proposal.
Available On: Free, Pro, Premium & Elite Plans
Here’s how it works:
Step 1: Click the “Proposals” button on the left side navigation.
Step 2: Click on the proposal you want to send.
Step 3: Review the information to ensure everything is included and that it’s all correct.
Step 4: Once you’re done, click the “Preview and send” button.
Step 5: Next, enter your customer's name, email, and phone number.
Note: This information will be used to email your customer a copy of the proposal to get their e-signature, and to include their details on the cover page of the proposal.
Step 6: Once you’ve added their details, click the “Preview and send” button.
Step 7: When you’re ready to send off to your customer, click the “Send to customer” button.
Step 8: Then, review the email address, and add a personalized message.
Step 9: Once you’re ready to send, click the “Send proposal” button, and you're done! Your customer will receive an email with a link to access the proposal. They can open and e-sign the proposal in minutes.
To learn how to create a proposal, click here.
Making edits to your proposal
How to make changes before sending the proposal:
Note: You can always come back and edit the proposal at any time before sending it to your customer.
Step 1: Go to the “Proposals” page, click on the desired proposal, and make any edits required.
Step 2: Then click the “Preview and send” button.
Step 3: Then click the “Send to customer” button and the email editor will appear.
Step 4: Compose your email and click “Send proposal” to send off to your customer.
How to make changes on the "Send to Customer" screen:
Step 1: Click the “Edit” button on the “Proposal Review” screen.
Step 2: Make any edits desired and then click the “Preview and send” button.
Step 3: Next, click the “Send to customer” button and the email editor will appear.
Step 4: Compose your email and click “Send proposal” to send off to your customer.
How to make changes after you've sent your proposal to your customer:
Note: Proposals are updated in real time so once you’ve sent the proposal, any changes you make will be reflected on what the customer sees
Step 1: Go to the “Proposals” page, click on the desired proposal.
Step 2: Click the “Edit proposal” button on the top right and click “Cancel signature request and edit”.
Step 3: Make any desired edits and then click “Preview and send”.
Step 4: Next, click the “Send to customer” button and the email editor will appear.
Step 5: Compose your email and click “Send proposal” to send off to your customer.